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New Portfolio
- New Portfolio
Performance
Portfolio Details
Lisa Cassidy
New Portfolio
Individual Investor
Ranked #432,580 out of 769,632 TipRanks' Investors
Success Rate
42%
443 out of 1058
profitable transactions
Average Return
1.42%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 15.18%
6-Month Return
▲ 47.61%
12-Month Return
▲ 74.11%
YTD Return
▲ 62.16%
Total Return
▼ 23.97%
Best Trade
Asset
Palantir Te... (PLTR)
Opened at
Dec 01, 2022
Closed at
-
Gain
▲ 718.70%
Bio
I am retired and I enjoy watching the stock markets, I'm still trying to learn when to buy and sell or hold
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
37.30%
0
-37.30%
▼ 12.40%
▼ 4.03%
▼ 9.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.56%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.72%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 18.89%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.25%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.06%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 9.58%
Oct 2024
▲ 37.30%
▲ 4.73%
▲ 19.84%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 9.95%
▲ 11.46%
▲ 5.06%
▲ 10.56%
▼ 2.25%
▲ 3.53%
▼ 6.72%
▲ 25.72%
▲ 1.21%
▲ 18.89%
▼ 4.22%
▲ 2.34%
▼ 2.25%
▲ 7.82%
▲ 2.10%
▲ 2.06%
▲ 5.70%
▼ 0.89%
▲ 9.58%
▲ 37.30%
▲ 4.73%
▲ 19.84%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PR
Permian Resources
0.96%
▲ 23.58%
12
Buy
Nov 23, 2024
GLNG
Golar LNG
―
▲ 91.98%
8
Close
Nov 22, 2024
SYM
Symbotic
0.88%
▲ 34.20%
14
Buy
Nov 22, 2024
APP
AppLovin
2.79%
▲ 170.63%
2
Sell
Nov 22, 2024
VNOM
Viper Energy
1.05%
▲ 23.31%
2
Buy
Nov 22, 2024
CRDO
Credo Technology Group Holding Ltd
0.96%
▲ 49.52%
4
Buy
Nov 22, 2024
IBM
International Business Machines
0%
▲ 0.26%
1
Open
Nov 21, 2024
SOUN
SoundHound AI, Inc Class A
0.41%
▲ 54.76%
14
Open
Nov 19, 2024
PLTR
Palantir Technologies
1.08%
▲ 410.36%
10
Sell
Nov 18, 2024
NEM
Newmont Mining
0%
▼ 11.18%
3
Open
Nov 18, 2024
OPXS
Optex Systems Holdings
0.29%
▼ 2.13%
1
Open
Nov 18, 2024
PBT
Permian Basin
0.35%
▼ 12.63%
14
Buy
Nov 16, 2024
MPLX
MPLX
0.97%
▲ 11.41%
2
Buy
Nov 16, 2024
CMC
Commercial Metals Company
0.79%
▲ 20.12%
9
Buy
Nov 15, 2024
BKR
Baker Hughes Company
0.77%
▲ 38.10%
6
Buy
Nov 15, 2024
BTC-USD
Bitcoin
0.9%
▲ 180.96%
3
Buy
Nov 14, 2024
HIMS
Hims & Hers Health
0%
▲ 87.53%
6
Sell
Nov 14, 2024
PAAS
Pan American Silver
0.95%
▲ 5.27%
2
Buy
Nov 14, 2024
RKLB
Rocket Lab USA
1.75%
▲ 337.09%
6
Sell
Nov 13, 2024
IONQ
IonQ
0.8%
▲ 6.48%
5
Buy
Nov 13, 2024
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